Branch Office Profile
The Merrill Lynch Winter Park Office offers you the experience that comes from being exposed over many years to virtually every financial situation a client may face. We use that knowledge to provide individualized attention, customized advice and guidance, and access to Merrill Lynch’s vast resources.
We welcome the opportunity to demonstrate how our experience can make a significant difference in your life through strategies such as wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.
To pursue those strategies, we employ Merrill Lynch’s time-tested wealth management process, which begins by taking the time to fully understand your current financial situation. Our Financial Advisors understand the demands and responsibilities that accompany significant wealth.
Prior to becoming Director of the Winter Park Office in 2009, Gregory Hess served as a Financial Advisor, Resident Vice President of Austin, TX and Resident Manager of Lancaster, PA. He has been with Merrill Lynch throughout his entire career, beginning in 1977.
Gregory is a graduate of Kutztown University and earned an M.B.A. from the Roy E. Crummer Graduate School of Business at Rollins College. He and his wife, Carolyn, live in Oviedo, FL and have three children living in the Central Florida area.
Our most deeply held commitment and tradition is that clients’ interests come first. We are prepared to use our experience and move quickly as your goals change, family or businesses situations develop and new financial commitments arise.
We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal, and we encourage you to contact our office for answers and discussions at any time.
We support our communities as volunteers and sponsors of local charities, including the arts, children’s programs, and health-oriented activities.